# Valitas AG

Valitas AG is a Pension Fund based in Zurich, Switzerland.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Zurich, Switzerland
- **Region:** Europe
- **Address:** Giesshubelstrasse 40, Zurich, Switzerland
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** www.valitas.ch
- **LinkedIn:** linkedin.com/company/valitas-capital-partners-inc-

## Regulatory record

- **Reports private funds:** No

## About

Valitas AG was established in 2001 to implement mandatory occupational pension plans for employees and affiliated employers in Switzerland. It operates through Valitas Sammelstiftung BVG and related vehicles. The firm allocates across real estate, infrastructure, and alternatives. Holdings include a directly owned Swiss residential and commercial portfolio that excludes apartment complexes and holiday homes. It also maintains positions in non-listed real estate companies, physical gold ETFs, and global infrastructure equity covering energy, mobility, utilities, and health. Geographic exposure centers on Switzerland and broader global markets through listed and unlisted vehicles. Assets total 2.9 billion USD. The firm maintains relationships with service providers including BDO AG as auditor and Ethos Foundation for proxy voting. It participated as a speaker at the Vorsorge Konferenz Schweiz in May 2025 on occupational pension plans. Valitas AG manages multiple affiliated foundations from a shared address in Zug, including Compacta Sammelstiftung BVG and Independa, creating an integrated structure for collective pension administration.

## Sectors

- Real Estate
- Infrastructure

## Questions

### Who runs investment decisions at Valitas AG?

Investment decisions are supported by an investment committee that includes ZWEI Wealth Experts AG. No individual portfolio managers are publicly named.

### Does Valitas AG participate in fund commitments or only direct deals?

The firm acts as a limited partner in private equity funds and holds direct real estate assets in Switzerland.

### What investment stages does Valitas AG typically target?

The firm targets mature real estate and infrastructure assets rather than early-stage venture.

### How is Valitas AG related to Prevalis Anlagestiftung?

Prevalis Anlagestiftung shares the same business address in Zug with Valitas AG.

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- [Shanda Fund](https://altss.com/profile/shanda-fund)
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Last updated: 2026-06-03T20:00:00.000Z

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